Qualified retirement plans, SEPs and SIMPLEs are devices that can be especially helpful to the closely held business owner. This session will look at the unique issues that impact such plans when viewed from the perspective of the small business owner. The course will increase the adviser’s ability to help the client determine if such a plan will help the owner achieve his/her goals, as well as assist the client in making intelligent decisions with regard to plan design issues.

Description
Qualified retirement plans, SEPs and SIMPLEs are devices that can be especially helpful to the closely held business owner. This session will look at the unique issues that impact such plans when viewed from the perspective of the small business owner. The course will increase the adviser’s ability to help the client determine if such a plan will help the owner achieve his/her goals, as well as assist the client in making intelligent decisions with regard to plan design issues.

Specific topics include:

The types of retirement plans and which situations are appropriate for each one